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⏱️ Retainer Hours Threshold Alert with AI

Watch logged hours against each retainer and alert the account owner as the month approaches its cap, before the overage turns into an awkward invoice.

  • Event-triggered
  • 100+ integrations
  • Branching logic
  • Schedule + monitor
UNIT · TASKADE.FLOW3 STEPS

How this flow runs

When

Every Day

Schedule

Then 1

Agent

Invoice Reviewer

Ask Agent · Taskade AI

Knows
your chart of accounts
Remembers
every invoice it has checked

Then 2

Send Email

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

Retainer Hours Threshold Alert Wire it to a live Taskade Genesis kit and your existing form or inbox.

What's Included

  • Trigger on the right intake or status change
  • Actions that notify owners or create records
  • Handoff into a living kit you own

How To Use

  1. Open the live embed on this page.
  2. Clone into your workspace from Taskade Genesis.
  3. Replace sample data with your real jobs or clients.
  4. Connect related kits: generate or templates, automate.

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